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Coppell Advisory Solutions’s Zions Bancorporation ZION Stock Holding History

Coppell Advisory Solutions’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-26
Closed -$1.41K – 1932
2024
Q4 		$1.41K Buy
+26
New +$1.42K ﹤0.01% 1604
2024
Q3 		– Sell
-544
Closed -$23.6K – 1973
2024
Q2 		$23.6K Buy
+544
New +$23K ﹤0.01% 714

Other funds holding ZION

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coppell Advisory Solutions's ZION Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Zions Bancorporation (ZION) in Q1 2025, closing a stake of 26 shares — an estimated $1.41K sold.

Coppell Advisory Solutions first reported a position in ZION in Q2 2024 and held it in 2 quarters. The position peaked at $23.6K in Q2 2024. 498 funds tracked by Wall St. Rank hold ZION as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Zions Bancorporation position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 26 Zions Bancorporation shares in Q1 2025, an estimated $1.41K.
  • Coppell Advisory Solutions first reported a position in Zions Bancorporation in Q2 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Zions Bancorporation position peaked at $23.6K in Q2 2024.
  • 498 funds tracked by Wall St. Rank held Zions Bancorporation as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.